+439.0%
BBY vs APTV
+173.4%
+265.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.7% | +1.2% | -0.4% |
| 7D | +1.2% | -1.2% | +2.3% | +1.6% |
| 30D | +6.8% | -10.6% | +17.4% | +11.7% |
| 3M | +18.7% | -35.0% | +53.7% | +39.6% |
| 6M | +37.3% | -38.9% | +76.2% | +63.3% |
| YTD | +35.3% | -41.5% | +76.8% | +63.3% |
| 1Y | +20.7% | -45.8% | +66.5% | +50.2% |
| 3Y | +39.4% | -55.7% | +95.1% | +82.2% |
| 5Y | -1.5% | -70.1% | +68.6% | +45.1% |
| 10Y | +239.8% | -19.1% | +258.9% | +208.0% |
| All | +439.0% | +173.4% | +265.6% | +195.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded APTV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling